Wells Fargo Portfolio holdings
Wells Fargo & Company, founded in 1852 by Henry Wells and William Fargo, is a major American financial institution headquartered in San Francisco, California, known for its extensive retail banking network and historical roots in the American West. Offering a wide range of services—including consumer banking, mortgages, wealth management, and commercial finance—it manages trillions in assets and serves millions of customers through thousands of branches and ATMs across the U.S. Despite its prominence, Wells Fargo faced significant scrutiny following a 2016 scandal involving millions of unauthorized accounts, leading to leadership changes and regulatory penalties, though it has since focused on rebuilding trust and enhancing digital banking capabilities. With a legacy tied to stagecoaches and a modern focus on diversified financial services, Wells Fargo remains a key player in the U.S. banking sector.
Top Buys
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$2.61B |
| 2 |
Apple
AAPL
|
$2.46B |
| 3 |
Vanguard Real Estate ETF
VNQ
|
$1.99B |
| 4 |
Alphabet (Google) Class C
GOOG
|
$1.98B |
| 5 |
Exxon Mobil
XOM
|
$1.86B |
Top Sells
Sector Composition
| 1 | Technology | 9.94% |
| 2 | Industrials | 9.82% |
| 3 | Financials | 9.65% |
| 4 | Healthcare | 8.78% |
| 5 | Consumer Discretionary | 8.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
301
Intuitive Surgical
ISRG
$167B
| $151M | 0.08% |
+298,671
| New | +$151M |
|
302
Teva Pharmaceuticals
TEVA
$21.2B
| $151M | 0.08% |
+3,845,023
| New | +$151M |
|
303
Tapestry
TPR
$21.3B
| $150M | 0.08% |
+2,636,151
| New | +$150M |
|
304
Copa Holdings
CPA
$4.73B
| $150M | 0.08% |
+1,147,149
| New | +$150M |
|
305
Alerian MLP ETF
AMLP
$10.6B
| $150M | 0.08% |
+8,384,473
| New | +$150M |
|
306
iShares Gold Trust
IAU
$51.6B
| $149M | 0.08% |
+12,446,354
| New | +$149M |
|
307
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.6B
| $148M | 0.08% |
+1,632,759
| New | +$148M |
|
308
ICICI Bank
IBN
$112B
| $148M | 0.08% |
+3,876,980
| New | +$148M |
|
|
TMH
309
DELISTED
Team Health Holdings Inc
TMH
| $148M | 0.08% |
+3,597,347
| New | +$148M |
|
310
Ralph Lauren
RL
$18.6B
| $146M | 0.08% |
+842,622
| New | +$146M |
|
311
NOV
NOV
$4.84B
| $145M | 0.08% |
+2,107,073
| New | +$145M |
|
312
Eli Lilly
LLY
$653B
| $145M | 0.08% |
+2,952,056
| New | +$145M |
|
|
WFT
313
DELISTED
Weatherford International plc
WFT
| $142M | 0.07% |
+10,367,684
| New | +$142M |
|
314
Flowserve
FLS
$6.89B
| $139M | 0.07% |
+2,567,253
| New | +$139M |
|
315
BioMarin Pharmaceuticals
BMRN
$11.2B
| $138M | 0.07% |
+2,473,890
| New | +$138M |
|
316
HSBC
HSBC
$220B
| $136M | 0.07% |
+2,617,835
| New | +$136M |
|
|
GRA
317
DELISTED
W.R. Grace & Co.
GRA
| $136M | 0.07% |
+1,615,650
| New | +$136M |
|
|
ARGO
318
DELISTED
Argo Group International Holdings, Ltd.
ARGO
| $135M | 0.07% |
+3,194,292
| New | +$135M |
|
|
ARMH
319
DELISTED
ARM HOLDINGS PLC ADS
ARMH
| $135M | 0.07% |
+3,714,113
| New | +$135M |
|
320
BP
BP
$90.3B
| $134M | 0.07% |
+3,212,067
| New | +$134M |
|
|
GMCR
321
DELISTED
KEURIG GREEN MTN INC
GMCR
| $134M | 0.07% |
+1,780,122
| New | +$134M |
|
322
iShares Russell 2000 Value ETF
IWN
$11.7B
| $134M | 0.07% |
+1,557,344
| New | +$134M |
|
|
POT
323
DELISTED
Potash Corp Of Saskatchewan
POT
| $133M | 0.07% |
+3,487,963
| New | +$133M |
|
|
PNRA
324
DELISTED
Panera Bread Co
PNRA
| $133M | 0.07% |
+713,896
| New | +$133M |
|
|
FNGN
325
DELISTED
Financial Engines, Inc.
FNGN
| $132M | 0.07% |
+2,901,852
| New | +$132M |
|